UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.08B |
| 2 |
UBS Group
UBS
|
+$643M |
| 3 |
Southwest Airlines
LUV
|
+$588M |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.51B |
| 2 |
Tesla
TSLA
|
+$1.13B |
| 3 |
Apple
AAPL
|
+$976M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.79% |
| 2 | Financials | 9.18% |
| 3 | Industrials | 6.66% |
| 4 | Consumer Discretionary | 6.42% |
| 5 | Healthcare | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TPH
2476
DELISTED
Tri Pointe Homes
TPH
| $21.6M | ﹤0.01% |
637,274
+37,320
| +6% | +$1.27M |
|
2477
Pilgrim's Pride
PPC
$6.54B
| $21.6M | ﹤0.01% |
531,200
+229,989
| +76% | +$10.4M |
|
2478
Hilltop Holdings
HTH
$2.24B
| $21.6M | ﹤0.01% |
647,003
+192,439
| +42% | +$6.27M |
|
2479
Harley-Davidson
HOG
$2.71B
| $21.5M | ﹤0.01% |
771,716
-12,140
| -2% | -$326K |
|
2480
National Fuel Gas
NFG
$7.65B
| $21.5M | ﹤0.01% |
232,941
+36,469
| +19% | +$3.18M |
|
2481
iShares CMBS ETF
CMBS
$472M
| $21.5M | ﹤0.01% |
438,177
+59,939
| +16% | +$2.92M |
|
2482
PUT
VF Corp
VFC
$5.89B
| $21.5M | ﹤0.01% |
1,489,500
+511,200
| +52% | +$6.87M |
|
2483
Brunswick
BC
$5.28B
| $21.5M | ﹤0.01% |
339,598
+168,724
| +99% | +$10.5M |
|
2484
Neogen
NEOG
$2.5B
| $21.5M | ﹤0.01% |
3,760,047
+422,563
| +13% | +$2.26M |
|
2485
iShares MSCI Switzerland ETF
EWL
$2.25B
| $21.5M | ﹤0.01% |
388,317
+31,465
| +9% | +$1.72M |
|
2486
Ryanair
RYAAY
$31.3B
| $21.4M | ﹤0.01% |
355,808
-305,557
| -46% | -$18.6M |
|
2487
Novanta
NOVT
$6.29B
| $21.4M | ﹤0.01% |
213,868
+193,482
| +949% | +$23M |
|
2488
Enovis
ENOV
$1.53B
| $21.4M | ﹤0.01% |
705,672
-225,305
| -24% | -$6.83M |
|
|
P
2489
PUT
Everpure Inc
P
$29.9B
| $21.4M | ﹤0.01% |
255,300
-172,700
| -40% | -$11.5M |
|
2490
PUT
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.43B
| $21.4M | ﹤0.01% |
161,800
-155,900
| -49% | -$20.1M |
|
2491
HSBC
HSBC
$356B
| $21.4M | ﹤0.01% |
301,114
-719,793
| -71% | -$46.8M |
|
|
GRAL
2492
GRAIL Inc
GRAL
$3.1B
| $21.3M | ﹤0.01% |
360,456
+126,738
| +54% | +$4.84M |
|
2493
Bain Capital Specialty
BCSF
$850M
| $21.3M | ﹤0.01% |
1,492,327
+42,401
| +3% | +$644K |
|
2494
PUT
Intercontinental Exchange
ICE
$84.4B
| $21.2M | ﹤0.01% |
125,900
-2,300
| -2% | -$411K |
|
2495
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.16B
| $21.2M | ﹤0.01% |
867,392
-16,393
| -2% | -$396K |
|
2496
PUT
HP
HPQ
$27.5B
| $21.2M | ﹤0.01% |
778,800
+379,100
| +95% | +$10.1M |
|
2497
CALL
Las Vegas Sands
LVS
$29.6B
| $21.2M | ﹤0.01% |
394,110
+100,310
| +34% | +$5.27M |
|
2498
PUT
TJX Companies
TJX
$178B
| $21.2M | ﹤0.01% |
146,400
-14,900
| -9% | -$1.98M |
|
2499
PUT
Etsy
ETSY
$7.85B
| $21.2M | ﹤0.01% |
318,700
-219,400
| -41% | -$13.1M |
|
|
BXMX
2500
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
| $21.1M | ﹤0.01% |
1,462,036
-26,264
| -2% | -$371K |
|
Similar funds
UBS Group's Q3 2025 Portfolio in Review
As of Q3 2025, UBS Group held 11,340 positions worth $638B, up 11% from $578B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
UBS Group's Q3 2025 filing shows 1,170 new, 4,190 increased, 4,486 reduced and 1,079 closed positions. Its largest new stake was Paramount Skydance Corp: 13,287,677 shares worth $251M. The largest sale was NVIDIA, an estimated $1.51B.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
- UBS Group's largest Q3 2025 buy was Paramount Skydance Corp: 13,287,677 shares worth $251M.
- UBS Group added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $1.08B increase.
- UBS Group's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.51B.
- UBS Group fully exited Hess in Q3 2025, selling an estimated $442M.
- UBS Group's ten largest holdings make up 16% of its $638B portfolio in Q3 2025.
- UBS Group opened 1,170 new positions and closed 1,079 in Q3 2025.
- UBS Group's portfolio value rose 11% quarter-over-quarter to $638B.
Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.